13F Insight
DOSSIER · 13F-HR · Q1 2026

Rockbridge Investment Management, LCC

$1.1B in tracked AUM across 137 positions as of Q1 2026.

RI
CIK 0001821984 · last filed Mar 31, 2026
Total AUM
$1.1B
as of Q1 2026
Holdings
137
—
positions
Whale Score
66
66
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Rockbridge Investment Management, LCC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHZ
SCHWAB STRATEGIC TR
$225M9.7M20.2%02
DFAC
DIMENSIONAL ETF TRUST
$148M3.8M13.3%03
DFIC
DIMENSIONAL ETF TRUST
$78M2.2M7.0%04
VCSH
VANGUARD SCOTTSDALE FDS
$75M940K6.7%05
SPTM
SPDR SERIES TRUST
$74M934K6.6%06
IEFA
ISHARES TR
$63M701K5.7%07
BND
VANGUARD BD INDEX FDS
$61M828K5.5%08
SPYM
SPDR SERIES TRUST
$49M642K4.4%09
DFEM
DIMENSIONAL ETF TRUST
$33M941K2.9%10
IEMG
ISHARES INC
$30M429K2.7%

Filing history

2026Q1Mar 31
$1.1B▲ 3.5%
137 positionsView →2025Q4Dec 31
$1.1B▲ 6.1%
135 positionsView →2025Q3Sep 30
$1.0B▲ 8.6%
133 positionsView →2025Q2Jun 30
$933M▲ 10.4%
133 positionsLocked2025Q1Mar 31
$845M▲ 8.3%
130 positionsLocked2024Q4Dec 31
$780M▲ 1.1%
132 positionsLocked2024Q3Sep 30
$772M▲ 9.4%
129 positionsLocked2024Q2Jun 30
$705M▲ 3.4%
117 positionsLocked2024Q1Mar 31
$682M▲ 4.4%
118 positionsLocked2023Q4Dec 31
$654M▲ 15.6%
665 positionsLocked2023Q3Sep 30
$566M▼ 0.5%
106 positionsLocked2023Q2Jun 30
$569M▲ 4.8%
109 positionsLocked
Showing 12 of 24